Leads effort to select, plan, build and run GTM systems at a tech forward, logistics company. Manages small team of product managers, analysts and admins focused on marketing, sales, support and onboarding systems at company.

Worked on the Biz Tech team to help architect Salesforce solutions that address business problems and requirements. Interface to tech team to implement solutions using Salesforce and related technologies.

Business consultancy focused on solution discovery, design, development, and deployment using the Salesforce platform. Core expertise in conducting business analysis, performing point and click development/configuration, and managing development/coding team resources. Proven ability to deliver solution features and functionality that have transformed businesses’ sales operations, support desk, project office, and other custom business workflows.Recent Projectso Lightning U/X - Refactored several ORGs key pages to reduce fields/load, optimize information architecture, and leverage the latest Salesforce dynamic page components.o Experience Cloud - Partner onboarding portal, partner-led selling, fintech customer purchasing, and member management system.o Salesforce Optimization - Conducted clean-up projects using a variety of tools to uncover: unused fields, page layouts, record types, workflows, and under-utilized sharing rules. Additionally, optimized Profiles, Roles, and Permissions.o Salesforce License Advisory - Guided several clients through the Salesforce provisioning process. Helped select optimal licensing, versions, and AppExchange resources to maximize impact and minimize the total cost of ownership.

Grew Salesforce deployment in ORG from 10 users on one team to ~1,000 users across six diverse teams. Managed day-to-day Salesforce architecture/BSA/admin tasks and worked with users to constantly re-factor deployment: o Deployed Salesforce CPQ to the business-to-business team of 500+ userso Facilitated FULL organizational migration to Salesforce Lightning o Deployed Partner Community to B2B Channel Partnerso Drove adoption of Salesforce Case Management to full ORG of 1,000+ userso Work on evangelizing Salesforce platform company-wide

Helped company re-architect and refactor their Salesforce instance. Work involved: Lead Pipeline definition, Sales Stages, out-of-the-box Quoting, Profiles & Roles re-thinking, Lightning configuration and user experience analysis, Google integrations with GMail, Contacts and Calendar, DiscoverORG, Hubspot integration and Forecasting.

o Drove solution architecture, design and implementation of Salesforce.com as a member and event management tool for user audience composed of: club management, office team use cases, and member access through a Community portal.o Defined and delivered solution using both Salesforce Lightning and Customer Community interfaces; utilizing Force.com Platform and Community licenses.o Trained user community composed of consultant team, club management, office users, and club members.

o Defined and led diverse stakeholder team through two revisions of the support portal at support.loyal3.como Integrates with Service Cloud Cases, Live Chat and Salesforce Knowledge.o Extended functionality of the Public Knowledgebase (PKB) application through custom development. o Designed and deployed a custom Force.com app to manage compliance approval processes.o Refined bi-directional integration touch points between Salesforce and the LOYAL3, Scala application.o Led development team in building automated backup functionality for Salesforce data and file attachments.

o Re-factored Profiles, Roles, and Record Types multiple times as the organization grew and the product mix changed.o Significant work analyzing, loading, cleansing and extracting data (and meta-data) using standard SFDC tools o Worked with development resources to rewrite triggers and test classes due to re-factoring.o Led org migration effort to inventory Org elements and migrate them via an unmanaged package.o Revised Sales & Service team Dashboards multiple times as instance functionality evolved.

o Managed the Salesforce.com Service cloud functionality and performed user support, aimed at minimizing the number of requests by continuously improving the platform, processes and training.o Deployed customer satisfaction (CSAT) survey functionality in Service cloud using Salesforce Labs app.

Managed web-based business unit operations and developed strategic partner relationships.

Managed product management team at Work.com, a business portal that was a $30MM joint venture between Excite and Dow Jones.Partner manager of Excite's Finance Channel, a partnership between Excite and Intuit's Quicken.com

IPOs, M&A and private placement assignments for technology and life sciences companies